Salesforce Senior Business Analyst

CrossCountry Consulting LLC; United States; On-site; USD 100,000 - 150,000; Full time

Job summary

CrossCountry Consulting LLC is seeking a Senior Salesforce Business Analyst with 5–8 years of experience in a Salesforce consulting environment. You will independently lead business analysis activities, manage client relationships, and mentor junior team members.

The ideal candidate translates complex needs into clear user stories, process flows, and functional specifications while guiding engagements from discovery through deployment — without hands-on configuration expertise.

Qualifications

Responsibilities

• Lead discovery sessions, workshops, backlog grooming, sprint planning, and stakeholder interviews to gather, validate, and prioritize requirements.
• Build and manage strong client relationships, serving as a reliable point of contact throughout the project lifecycle.
• Translate complex needs into clear user stories, process flows, and functional specifications.
• Act as the liaison between developers, Salesforce configurators, and non-technical stakeholders to ensure requirements are understood and delivered.
• Apply a user-centric mindset to requirements gathering, documentation, QA support, and training activities.
• Analyze complex business processes and break them into actionable requirements across the lifecycle—from discovery to deployment.
• Maintain and prioritize the product backlog, refining user stories and defining acceptance criteria.
• Support system integrations by coordinating with client stakeholders and technical teams.
• Mentor and guide junior Business Analysts, sharing best practices and supporting their development.
• Contribute to client-facing deliverables, including process documentation, training materials, and status reports with attention to detail.
• Evaluate and elevate project issues, risks, or conflicts to ensure smooth project execution.
• Leverage firm-approved AI tools where applicable.

Skills

Discovery facilitation

Stakeholder management

User stories

Backlog management

Requirements gathering

Client relationships

Mentoring juniors

System integrations

QA support

Training delivery

Process mapping

Acceptance criteria

AI tools

Tools

Salesforce

Job description

From the beginning, our goal was to establish an advisory firm that stands apart from the rest – one that is grounded in our Core Values and dedicated to creating a positive experience not just for our clients, but for our people too. We firmly believe in the strength of collaboration, enthusiasm, generosity, and perseverance as the driving forces behind our success. With advisory solutions spanning accounting and risk, technology-enabled transformation, and transactions, we partner with our clients to solve today’s challenges and deliver present and future value.

Our commitment to our people has earned us numerous awards including Inc5000's Fastest Growing Companies and Glassdoor's Best Places to Work. Explore what our employees have to say about our unique culture by clicking here.

By joining our rapidly growing Salesforce practice, you will serve as a trusted partner to our clients. You'll bring your first-hand experience, unique perspectives, and functional knowledge to deliver tailored, integrated solutions that solve today's challenges and set the foundation for future success. With support from experienced leaders and a dedicated coach, you will join a collaborative community that invites you to contribute beyond the scope of client delivery.

We are seeking a Senior Salesforce Business Analyst with 5–8 years of experience in a Salesforce consulting or professional services environment. This role is designed for an experienced, client‑facing professional who can independently lead business analysis activities, manage client relationships, and mentor junior team members. The ideal candidate brings deep expertise in Salesforce implementations, strong critical thinking skills, and the ability to drive client engagements from discovery through deployment — without the need for hands‑on configuration expertise.

Responsibilities

• Independently lead and facilitate discovery sessions, workshops, backlog grooming, sprint planning meetings, and stakeholder interviews to gather, validate, and prioritize business requirements.
• Build and manage strong client relationships, establishing trust with new clients and serving as a reliable point of contact throughout the project lifecycle.
• Partner with clients to understand business goals, identify gaps, risks, and considerations, and translate complex needs into clear user stories, process flows, and functional specifications.
• Act as the key liaison between developers, Salesforce configurators, and non-technical stakeholders, ensuring requirements are accurately understood and delivered across workstreams.
• Apply a user-centric mindset to requirements-gathering, documentation, QA support, and training activities to ensure solutions meet real business needs.
• Analyze complex business processes and break them down into smaller, manageable, and actionable requirements across the full project lifecycle — from discovery through deployment.
• Maintain and prioritize the product backlog, working with technical teams to refine user stories and define clear acceptance criteria.
• Support system integrations by identifying business needs and facilitating collaboration between client stakeholders and technical teams.
• Mentor and guide junior Business Analysts, sharing best practices and supporting their professional development.
• Contribute to the development and delivery of client‑facing deliverables, including process documentation, training materials, and status reports, with strong attention to detail.
• Evaluate and elevate project issues, risks, or conflicts proactively, offering thoughtful suggestions to ensure smooth project execution.
• Leverage firm‑approved AI tools — including